Lido
Los Angeles, CA·SEC-registered · CRD #269866
Lido is an SEC-registered investment advisory firm in Los Angeles, CA managing $43B across 44k client accounts, with 235 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$43B
Client accounts
44k
Advisory staff
235
Fee model
Fee-based
How Lido is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lido
How much does Lido manage?
Per its most recent SEC Form ADV filing (06/25/2026), Lido reports $43B in regulatory assets under management across roughly 44k client accounts.
How does Lido charge?
Lido is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lido a fiduciary?
Yes. Lido is registered with the U.S. Securities and Exchange Commission (CRD #269866), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lido taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lido and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Lido's public SEC Form ADV filing (CRD #269866, filed 06/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lido. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lido? Claim this profile.